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View Your Business at a Glance from the Dashboard

The Dashboard provides a quick, at‑a‑glance snapshot of overall business activity in Boulevard, shown through two tabs: Overview and Production. The Overview tab highlights top‑selling products, sales trends for the past 12 months, top customers, outstanding accounts, and pending credit receivables, while the Production tab displays team or unit production charts with comparison and filtering options.

  From the Business Tools menu, select Dashboard Dashboard. To view display first when launching the application, select Show Dashboard at startup in the lower left-hand corner of the form.

Tabs:

Overview

Production

Dashboard: Overview Tab


Overview

TOP

The top half of the Overview tab displays your Top Selling Products and a chart of your sales for the past 12 months. The bottom half of the tab displays your Top Customer List, Outstanding Accounts, and pending Credit Receivables, including the date of their Last Invoice and the Amount. Depending on the section (Top Customer, Outstanding Accounts, or Credit Receivables), the Amount column refers to the lifetime purchase amount, the amount owed, or the amount to be charged.

Tips:

  • Exclude any customer from being displayed in the Top Customer List section by checking the option from their profile settings. View
  • Double-click on a customer name or product description to open the corresponding profile.
  • Choose how many Top Selling Products or Top Customers by clicking Settings in the upper right corner of that section.
  • View Sales - Last 12 months as a Bar Graph or Line Graph by clicking Settings in the upper right corner of that section. The chart displays a rolling 12 months with the current year (Time Period) in blue and the previous 12 months (Period Comparison) in red. 

Production

TOP

Dashboard: Production Tab

Chart Options (select from the drop-down menu):

  • My Team
  • My Unit
  • All Units
  • Last 12 Months
  • Last 4 Seminar Quarters
  • On Target Minimum Amount

Select a checkbox from the consultants in the left-hand pane (or multiple for comparison). Applicable consultants will then be shown on the Production chart to the right.

Note:

  • The Production chart shows your unit's production along with your own. Your personal production information comes from inventory orders entered or production added to the unit list. View
  • The On Target Star Consultant chart displays on-target consultants according to the criteria set from the drop-down menu.

More Resources

  • Billing Account

    Sign in to your billing account to access invoices, make changes to your subscription and more

  • Support Hours

    9 am - 5 pm PT Monday to Friday

  • Events

    Watch recent replays and register for upcoming webinars

  • Videos

    For how-to videos visit our Boulevard software channel on Vimeo